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Jennifer Marsh (Creation Technologies) 提问于 #Ask An Expert
2017年10月4日 20:57

Validation Rule

I would like to set a validation rule for the following.  When an opportunity is the type of Closed/Won or Closed/Lost the close date automtically reflects when the opp was moved to a close state.

 

We have BDs that close opp and leave the close date well into the future.
20 个回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2017年10月5日 13:43

    Okay I smell a rat...  do me a favor and re-test the Opportunity using this Rule instead

    AND(
    OR(
    ISNEW(),
    ISCHANGED(StageName)
    ),
    CloseDate <> TODAY()
    )

     

     
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